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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
users have followed this narrative
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
users have followed this narrative
New
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
19.2% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
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Sanofi
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
New Pharma Treatments And Vaccine Expansion Will Open Global Opportunities
Key Takeaways Strategic innovation and strong product launches are driving Sanofi's revenue growth through expanded indications and market penetration. Operational efficiencies and share buybacks are positively impacting margins and shareholder value, demonstrating effective financial management.
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€110.95
FV
28.2% undervalued
intrinsic discount
4.31%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
97
users have followed this narrative
7 days ago
author updated this narrative
China Merchants Bank
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Retail Finance And International Markets Will Benefit From AI
Key Takeaways Focus on retail finance and technological investments in AI and R&D will likely increase operational efficiency and revenue from improved service delivery. International expansion and green financing initiatives align with global trends, potentially boosting revenue and enhancing corporate image.
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CN¥50.66
FV
10.9% undervalued
intrinsic discount
9.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Allianz
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Organic Growth And Tech Upgrades Will Improve Future Efficiency
Key Takeaways Allianz's focus on customer retention, cross-selling, and new technologies targets significant revenue and efficiency improvements through organic growth and productivity enhancements. Growth in Life and Health and Asset Management segments, strong cash generation, and capital management aim to enhance shareholder returns and earnings.
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€358.48
FV
1.7% undervalued
intrinsic discount
23.16%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
209
users have followed this narrative
7 days ago
author updated this narrative
Mitsubishi UFJ Financial Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Capital Management Strategies And Asset Optimization Expected To Strengthen Future Performance
Key Takeaways Strategic divestitures and asset optimization are set to enhance profitability and improve valuation gains, positively impacting earnings. Ongoing share buybacks and dividend increases demonstrate disciplined capital management, boosting earnings per share and revenue growth potential.
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JP¥2.24k
FV
7.1% undervalued
intrinsic discount
4.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
HDFC Bank
AN
AnalystConsensusTarget
Consensus Narrative from 41 Analysts
Improving Rural Demand And Digital Upgrades Will Strengthen Banking Resilience
Key Takeaways Expanding loan growth in rural and mass market segments, alongside enhanced cross-selling, is set to boost revenue and non-interest income. Investments in digital initiatives and strong asset quality will drive efficiency gains and support resilient, long-term profitability.
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₹2.27k
FV
12.6% undervalued
intrinsic discount
-2.73%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
144
users have followed this narrative
7 days ago
author updated this narrative
Deutsche Telekom
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Fiber And AI Initiatives Will Strengthen Operational Efficiencies
Key Takeaways Deutsche Telekom's investments in fiber and T-Mobile US stake can drive future revenue growth and earnings improvements. Strategic focus on AI and ESG efforts may enhance operational efficiencies and net margins.
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€37.66
FV
16.9% undervalued
intrinsic discount
1.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
81
users have followed this narrative
7 days ago
author updated this narrative
Meituan
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Keeta Launch And AI Focus Will Open New Markets
Key Takeaways International expansion and new market entry, such as Saudi Arabia, could drive future revenue growth and broaden the customer base. Focus on tech and AI innovations may improve operational efficiency, reducing costs and enhancing service, potentially increasing net margins.
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HK$163.25
FV
25.8% undervalued
intrinsic discount
13.95%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
7 days ago
author updated this narrative
Tata Consultancy Services
AN
AnalystConsensusTarget
Consensus Narrative from 45 Analysts
AI And Cloud Modernization Will Unlock Future Markets
Key Takeaways TCS is leveraging AI integration and talent development to enhance revenue growth and meet tech-driven project demands, boosting net margins. Strategic investment in AI, legacy modernization, and BFSI technology stack modernization poises TCS for market share growth and improved revenue.
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₹3.76k
FV
19.4% undervalued
intrinsic discount
5.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
72
users have followed this narrative
7 days ago
author updated this narrative
Industria de Diseño Textil
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Logistics Expansion, Tech Integration, And Sustainability Efforts Will Improve Efficiency And Loyalty
Key Takeaways Expansion in logistics and technology aims to enhance operational efficiency, leading to potential revenue growth while improving customer experience and net margins. Focus on emerging markets and sustainability initiatives could capture new market share and strengthen brand loyalty, supporting long-term revenue growth.
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€50.61
FV
17.9% undervalued
intrinsic discount
6.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
44
users have followed this narrative
7 days ago
author updated this narrative
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